智通财经APP获悉，光伏股集体走低，截至发稿，信义光能(00968)跌4.18%，报3.44港元；新特能源(01799)跌3.35%，报7.22港元；福莱特玻璃(06865)跌2.94%，报11.24港元；钧达股份(02865)跌1.83%，报39.64港元。
消息面上，近年来，白银价格呈逐步上升趋势。银价上涨直接推高银浆成本，进而传导至电池片与组件环节。据银河期货1月30日分析，截至2026年1月底，按照银浆新货价格计算，电池片完全成本增加至0.5元/W以上，环比上涨0.1元/W左右，组件完全成本已经超过0.9元/W。值得注意的是，2026年2月以来，银价迎来剧烈波动，受此影响，电池片、组件价格也实时下滑。
华鑫证券分析称，国内市场在手地面项目订单执行量逐步下滑，新签订单能见度有限；海外市场拉货节奏则受到出口退税影响反转增强，预期2026年一季度出货将以海外市场为主体。在季节性需求偏弱的背景下，叠加近期组件涨价的市场氛围，采购态度趋于观望，2026年一季度订单能见度仍显不足。
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